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Photonics & Optical Interconnect

Photonics moves data as light rather than as electricity, which is the only practical way to carry the traffic between racks in a large AI cluster. Optical transceivers and co-packaged optics have become a bottleneck of their own.

20 stocks

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
301	EIM Essex Investment Management Boston, Massachusetts	$3.32M	-$1.87M	1	0.45%	Reduced
302	Congress Asset Management Boston, Massachusetts	$3.31M	+$1.9M	2	0.05%	Increased
303	Luther King Capital Management (LKCM) Fort Worth, Texas	$3.25M	-$176K	1	0.03%	Reduced
304	DIA Dean Investment Associates Beavercreek, Ohio	$3.17M	-$1.16M	1	0.48%	Reduced
305	DCM Dupont Capital Management Wilmington, Delaware	$3.14M	+$1.43M	2	0.07%	Increased
306	LPL Financial San Diego, California	$3.14M	+$1.51M	4	0.01%	Increased
307	Virginia Retirement Systems Richmond, Virginia	$3.13M	+$940K	5	0.04%	Increased
308	NSEDCP NJ State Employees Deferred Compensation Plan Trenton, New Jersey	$3.11M	+$2.3M	5	0.56%	Increased
309	FIM Freedom Investment Management Hartford, Connecticut	$3.03M	+$287K	5	0.17%	Increased
310	OppenheimerFunds New York	$3.02M	-$82.8K	5	0%	Reduced
311	PCM Pennant Capital Management Summit, New Jersey	$3.02M	+$3.29M	1	0.19%	New
312	PineBridge Investments New York	$3.02M	+$621K	4	0.07%	Increased
313	JGC J. Goldman & Co New York	$2.98M	-$2.57M	1	0.15%	Reduced
314	PIM Platinum Investment Management Sydney Australia 2000, Australia	$2.92M	$0	1	0.07%	Maintained
315	HS HighVista Strategies Boston, Massachusetts	$2.86M	$0	1	0.65%	Maintained
316	HL Financial Services Louisville, Kentucky	$2.76M	+$3.02M	1	0.05%	New
317	Profund Advisors Bethesda, Maryland	$2.75M	+$136K	4	0.11%	Increased
318	AMG National Trust Bank Greenwood Village, Colorado	$2.72M	+$151K	1	0.19%	Increased
319	MHP Manatuck Hill Partners Westport, Connecticut	$2.72M	-$8.21M	1	1.33%	Reduced
320	AI ArchPoint Investors Coral Gables, Florida	$2.67M	-$66.7K	1	0.85%	Reduced
321	WPC White Pine Capital Bloomington, Minnesota	$2.67M	-$867K	4	1.02%	Reduced
322	PNC Financial Services Group Pittsburgh, Pennsylvania	$2.66M	+$965K	8	0%	Increased
323	NA Navellier & Associates Reno, Nevada	$2.63M	+$1.2M	3	0.51%	Increased
324	Creative Planning Overland Park, Kansas	$2.6M	-$2.32M	4	0.01%	Reduced
325	AWCI Alpine Woods Capital Investors Purchase, New York	$2.6M	+$1.11M	2	0.13%	Increased